Autoklose headquartered in Toronto provides an SEP solution, presenting a combined package of sales email automation and tracking, contact and email campaign management with sequence templates and optimization, sales intelligence with contact verification, follow-up tracking, and integration with commonly used CRMs (e.g. Salesforce), marketing suites (e.g. Hubspot), and email marketing tools (Mailchimp) to coordinate activites between them.
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VanillaSoft
Score 6.2 out of 10
Small Businesses (1-50 employees)
VanillaSoft is a lead optimization platform designed to assist fast-response sales teams in maximizing their conversion rates. By providing a structured and efficient approach to lead management, VanillaSoft aims to ensure that every potential customer receives the attention they deserve. This platform is beneficial for sales teams that operate in high-pressure environments where timely follow-ups can significantly impact sales outcomes. The primary audience for VanillaSoft…
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Pricing
Autoklose
VanillaSoft
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Autoklose
VanillaSoft
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
Optional
No setup fee
Additional Details
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VanillaSoft offers several add-ons to use in conjunction with our base platforms including:
Auto Dialing
Call Recording
VoIP
SmartCaller ID
SMS
If someone only runs a campaign using email and telephone communication, Autoklose is perfect, and I highly recommend it. If someone uses a more diverse set of tools and wants a more complex type of sequence, Autoklose does not allow their users to program communication tools that some other tools and software allow.
VanillaSoft is well suited for any marketing operations or sales operations team looking for a tool to help them efficiently reach prospects and engage with them through a streamlined method. This can be a great way to manage that engagement, measure it, and keep track of various aspects of prospects.
Our employees love it - very user friendly, easy to grasp, very little down time to learn it. They feel very confident immediately.
Great technical support - I can get solutions to customer problems that make our company look more responsive to our clients. Our clients appreciate our solving their problems immediately.
Because of the real time analytics - we can address immediate issues with marketing campaigns to make our client's personnel look great to their superiors.
Because of all the functionality - we can provide a turnkey approach from a small company with big company capabilities.
AutoKlose uses your own email, (e.g. Microsoft Outlook), so it runs the risk of exceeding the Microsoft Message Rate Limit, which can be problematic for your Outlook account.
Additional throttling limits for the SMTP Authentication protocol are:
30 messages per minute
Recipient rate limit of 10,000 recipients per day.
Exceeding these limits will cause the following issues:
Exceeding the per minute limit causes email delivery delays, any excess in message submission will be throttled and successively carried over to the following minutes.
Exceeding the per day limit causes the following error message:
It really needs an "undo" button. I can't tell you how many times I was typing notes etc and hit a wrong button and all was gone so I had to start over.
This may be the way we have it set up....we have term codes which are how the callers terminate a call they were on. They finish the call, then type notes in the notepad section of what happened, then they terminate the call. But there are times that I need to go onto a record and just leave a note but don't need to terminate it as anything. If there is a way to do that, it would make my life a lot easier.
We have no reason not to renew. VanillaSoft has been the best CRM (for us) that we have ever used. The value is great, we love the system, and it's easy to get assistance from VanillaSoft team when needed. Our team is so used to the calling and admin functions there is no desire to change.
Whether it's setting up integrations, creating email campaigns, managing conversations with prospects, Autoklose is a well-designed tool that provides clarity along the way for users to find their bearings, and understand what to do. The help documentation is excellent, the support is great, but the tool is built in a way that simply makes sense when you're using it.
The entire system is set up so perfectly. It makes training callers much quicker, and admin tools are so easy to navigate when you get used to using it. Also, if there is ever something I cannot figure out, I can get support from VanillaSoft very quickly to resolve and get my task accomplished.
It is very rare that we have system issues. Maybe a handful of times over the years, we had to contact support about being unable to access. It was always a quick response from the VanillaSoft team, and they would clearly explain the issue and usually give time frame on fixing, or have it fixed immediately.
I work on all aspects for VanillaSoft for our company. The pages overall do load very quickly. Reports are amazing, I can get quick report, customized reports, and anything I may need to present to client in very little time. It has made my job so much simpler. As far as I know, integration goes smoothly as well.
Our Autoklose rep is amazing! Jelena has always gotten back to us within 24 hours, despite living on a different continent. She is completely proficient with the tool and is usually able to answer our questions with a brief email or short virtual meeting.
It was very thorough. VanillaSoft team did not rush us. They explained the various functions clearly and were open to any and all questions we had as we began to learn the system. Also, once training completed, if we encountered anything we could not figure out, the support team was fantastic in helping us out.
I think that I have already said it, Autoklose has much better support and is really quick to set up and use compared with any of the other systems that I have used over the years.
VanillaSoft stacks up against Microsoft Power BI very well by allowing the data visualization in a more effective way, Power BI has positioned itself as one of the more robust and intuitive tools for business intelligence and data presentation. VanillaSoft and Microsoft Power BI are a great bundle for the report and analytics team.
VanillaSoft has been great. The flexibility of the system is wonderful. The scalable software options are impressive as well. I would strongly support VanillaSoft's capabilities in this area. You really can do just about anything to get the setup and or integrations you may desire for your company needs.
I feel the increased prospect engagement and business opportunities created supported the cost. In my industry 1 customer can support positive ROI.
I saw an overall increase in mass emailing effectiveness and we were able to automate majority of our campaigns which increased productivity for marketing & sales.
The ability to save my correspondence and notes on each interaction allowing for the appearance to the customer that I am very engaged when we are speaking.
Increased sales from the calendar setting and saving my notes.
